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Manulife Financial

Global financial services: insurance and investments

Client Portfolio Manager - Emerging Markets Fixed Income

Asset ManagementPosted on Nov 10
Full-timeLondon, UK

About the Job

Requirements

  • A bachelor's degree in Economics, Finance, or a related field is required; a CFA and/or MBA is preferred.
  • At least 7 years of experience in a client portfolio management, product management, portfolio specialist, investment director, or similar role is required, preferably within institutional asset management.
  • Strong fixed-income asset-class, strategy, and market knowledge is required, preferably involving emerging-market, global, or multisector fixed-income strategies.
  • The candidate must understand the sales and relationship-management process within an asset-management organization.
  • The candidate must know the marketplace, trends, and needs of institutional and retail sales channels.
  • The candidate must have strong analytical skills and command of key investment-management principles.
  • The candidate must have strong communication and presentation skills.
  • The candidate must be able to work independently in a role with significant impact on internal and external client interaction.
  • The candidate must have strong personal-computer skills, including familiarity with key industry-related software and databases.

Responsibilities

  • Develop a thorough understanding of investment strategies and underlying portfolios, including positioning, holdings, performance attribution, and general market and industry knowledge, to communicate the firm's capabilities, views, positions, and performance to clients, consultants, prospects, and internal constituencies.
  • Serve as an interface between Sales and Relationship Management teams and investment teams, addressing client and prospective-client inquiries so investment teams can focus on managing client assets.
  • Work with the Emerging Markets Fixed Income team on all aspects of client portfolio management, including interpreting, articulating, and disseminating investment-strategy philosophy, process, results, market positioning, and messaging for existing and new strategies.
  • Conduct ongoing market research to keep products and value propositions current and resonant; help drive new products and solutions based on research findings and prospect and client engagements.
  • Serve as an investment-management contact for clients and spokesperson for the team's investment philosophy, process, and strategy in support of winning new portfolio mandates with prospective clients, consultants, and intermediaries.
  • Present the investment team's products and capabilities, often independently, to consultants, gatekeepers, prospects, and clients, and help develop and maintain strategic partnerships.
  • Work with marketing and sales administration to develop presentations, request-for-proposal and database content, and other materials that describe and position assigned strategies and teams.
  • Research competitors, market trends, and threats, and incorporate findings into product positioning and communications for global constituents to support competitiveness of existing products.
  • Examine and monitor characteristics and statistics for assigned strategies and serve as a knowledgeable resource on those strategies.
  • Interact professionally with key personnel across the company and with prospects, clients, and consultants.
  • Consult with sales executives on sales strategy for each sales opportunity, in conjunction with a lead client portfolio manager when applicable.
  • Independently answer, edit, and complete requests for proposals and questionnaires from base templates or in response to requests, accurately and by deadlines, before lead client portfolio manager review.
  • Work with compliance and legal teams to review and obtain approvals for all terms of reference relevant to a request for proposal.
  • Prepare new-business presentations and assemble the materials needed to provide solutions and quality service to prospects, clients, and consultants.
  • Perform other duties as required, which may include supporting new-product development or contributing to other product-team projects and initiatives.

Desired Qualifications

  • A CFA and/or MBA is preferred.
  • Experience in institutional asset management is preferred.
  • Experience working with emerging-market, global, or multisector fixed-income strategies is preferred.

About the Company

Manulife Financial

Global financial services: insurance and investments

Manulife Financial is a global financial services provider offering a wide range of insurance and investment solutions. It serves individuals, businesses, and institutions with products such as life and health insurance, wealth management, and retirement plans. Customers fund these products through premiums, fees for asset management, and investment income earned on invested assets. Manulife uses analytics and technology to tailor services and improve efficiency, aiming to help clients protect their finances, grow their wealth, and plan for retirement. The company differentiates itself through its large international presence in North America, Asia, and Europe, its breadth of products, and its emphasis on data-driven insights to personalize offerings. Its goal is to help customers achieve their financial goals and aspirations by providing comprehensive, paid-for financial solutions and ongoing support across multiple regions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1887

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